Letters by company

Western Digital CORP

3 letters discussing WDC. Everything written about it on this site is on its ticker page.

Aristotle Funds Aristotle Growth Equity Fund Commentary Aristotle Growth Equity Fund added Coherent, Sandisk, ServiceNow and Western Digital to target optical networking and constrained AI data-storage demand. The fund sold HubSpot over AI-native competitive risks, briefly exited and then repurchased Amphenol after reassessing its role in the optical-interconnect transition. second quarter 2026 APH $193BCOHR $42BHUBS $11B
CrossingBridge Advisors Q1 2025 Commentary - One Fall Can Change It All CrossingBridge sold Infrabuild as weakening operations, rising leverage and its parent’s restructuring increased liquidity risk. The team added Outerstuff, Western Digital, Welltec and Sizzling Platter, favoring deleveraging, corporate catalysts, refinancing prospects and asset-backed downside protection amid wider credit spreads and policy uncertainty. Q1 2025 WDC $111B
Night Watch Investment Management Q2 2026 Update Night Watch added FUTU aggressively, initiated Booking.com and Adyen, and trimmed exposure to cyclical memory beneficiaries as AI-related valuations rose. The firm argues that Dutch employment-tax rules limit stock-based compensation at internationally oriented companies, while Watches of Switzerland is resuming its Rolex-led consolidation playbook after US tariff relief. Q2 2026 WOSG $2.4BADYEY $30BBKNG $119B